Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,121 | $124,425-35.6% | $112,040-28.5% | $137,256-41.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.09% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $195 | $3,411-94.3% | $2,954-93.4% | $4,156-95.3% |
| Participant deferral / active EE | $1,551 | $5,718-72.9% | $5,098-69.6% | $6,407-75.8% |
| Admin fee / account holder | $13 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |